SPDR Bloomberg Emerging Markets Local Bond

EBND • ARCA

SPDR Bloomberg Emerging Markets Local Bond is an exchange-traded fund on ARCA. As of Q3 2025, 202 institutional investors hold shares in this ETF, with total holdings valued at $1.9B. SCHWAB CHARLES INVESTMENT MANAGEMENT INC is the largest holder with a position valued at $840.9M.

Overview

Overview of institutional ownership in EBND as of Q3 2025

All Institutions

Institutions: 202
Value Held: $1.9B
Shares Held: 87.0M
Avg Position: $9.2M
Median Position: $214.3K

Hedge Funds

Hedge Funds: 2
Value Held: $5.3M
Shares Held: 247.7K
Avg Position: $2.6M
Median Position: $2.6M

Biggest Investors

Institutions with the largest positions in EBND as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$840.9M 0.14% of portfolio	39.4M shares	Q3 2023 Held for 2y 2m	$620.51B
Empower Advisory Group, LLC RIA/Wealth	Jonathan David Kreider CEO	$536.6M 1.49% of portfolio	25.1M shares	Q1 2023 Held for 2y 8m	$36.1B
C CI INVESTMENTS INC. Institution	-	$164.7M 0.61% of portfolio	7.7M shares	Q2 2016 Held for 9y 5m	$26.9B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$53.1M 0.00% of portfolio	2.5M shares	Q2 2016 Held for 9y 5m	$2.88T
S SEI INVESTMENTS CO Institution	-	$39.1M 0.04% of portfolio	1.8M shares	Q3 2021 Held for 4y 2m	$93.0B
L LPL Financial LLC Institution	-	$17.8M 0.01% of portfolio	835.4K shares	Q3 2019 Held for 6y 2m	$340.07B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$16.4M 0.06% of portfolio	769.5K shares	Q3 2023 Held for 2y 2m	$26.8B
V Varma Mutual Pension Insurance Co Institution	-	$15.0M 0.11% of portfolio	700.0K shares	Q1 2024 Held for 1y 8m	$13.1B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$11.5M 0.00% of portfolio	540.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$9.7M 0.00% of portfolio	454.7K shares	Q3 2018 Held for 7y 2m	$341.99B

Net Capital Flow

Institutional buying and selling activity for EBND in Q3 2025

Traded: +$110.6M
Buyers: 118
Sellers: 63
Total Bought: +$158.2M
Total Sold: −$47.6M
Avg Position: $8.5M

Biggest Buyers

Institution	Net Bought	Current Position
C CI INVESTMENTS INC. Institution	+$93.7M +4.4M shares	$164.7M 7.7M shares
Empower Advisory Group, LLC RIA/Wealth	+$20.8M +971.9K shares	$536.6M 25.1M shares
S SeaBridge Investment Advisors LLC RIA/Wealth	+$7.8M +363.3K shares	$7.8M 363.3K shares
CFG Asset Management LLC RIA/Wealth	+$7.8M +363.1K shares	$7.8M 363.1K shares
Wright Fund Managment, LLC Long Only Manager	+$7.7M +358.9K shares	$7.7M 358.9K shares
L LPL Financial LLC Institution	+$1.7M +81.4K shares	$17.8M 835.4K shares
FIRST TRUST ADVISORS LP ETF Provider	+$1.7M +77.7K shares	$1.7M 77.7K shares
Prospera Financial Services RIA/Wealth	+$1.7M +77.6K shares	$2.9M 135.1K shares
MACKENZIE FINANCIAL CORP Long Only Manager	+$1.4M +67.3K shares	$3.6M 169.1K shares
Valtinson Bruner Financial Planning LLC RIA/Wealth	+$1.4M +65.9K shares	$1.4M 65.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$25.3M −1.2M shares	$840.9M 39.4M shares
H HSBC HOLDINGS PLC Institution	−$6.0M −281.8K shares	Sold Off 0 shares
D D. E. Shaw & Co., Inc. Institution	−$4.5M −211.9K shares	$2.9M 134.7K shares
STATE STREET CORP Institution	−$2.3M −109.7K shares	$53.1M 2.5M shares
Hibernia Wealth Partners, LLC RIA/Wealth	−$2.2M −102.6K shares	$2.3M 106.8K shares
USA Financial Portformulas Corp Long Only Manager	−$977.8K −45.7K shares	Sold Off 0 shares
PARK AVENUE SECURITIES LLC RIA/Wealth	−$950.2K −44.5K shares	$4.5M 209.1K shares
S SEI INVESTMENTS CO Institution	−$932.6K −43.7K shares	$39.1M 1.8M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$752.5K −35.2K shares	$16.4M 769.5K shares
F FIRST CITIZENS BANK & TRUST CO Institution	−$585.0K −27.4K shares	$2.5M 117.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EBND in Q3 2025

New Positions: 21
New Value: $17.7M
Exited Positions: 15
Exited Value: $7.6M

New Positions

Institution	Position Value
S SeaBridge Investment Advisors LLC RIA/Wealth	$7.8M 363.3K shares
Wright Fund Managment, LLC Long Only Manager	$7.7M 358.9K shares
O Onyx Bridge Wealth Group LLC RIA/Wealth	$706.8K 33.1K shares
D DAVIDSON D A & CO Institution	$577.2K 27.0K shares
TRANSATLANTIQUE PRIVATE WEALTH LLC RIA/Wealth	$413.6K 19.4K shares
PFG Financial Advisors RIA/Wealth	$230.2K 10.8K shares
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth	$218.3K 10.2K shares
V Vermillion Wealth Management, Inc. RIA/Wealth	$57.0K 2.7K shares
Triumph Capital Management RIA/Wealth	$33.0K 1.5K shares
THOMPSON INVESTMENT MANAGEMENT, INC. Long Only Manager	$25.1K 1.2K shares

Exited Positions

Institution	Previous Position
H HSBC HOLDINGS PLC Institution	$6.0M 281.8K shares
USA Financial Portformulas Corp Long Only Manager	$977.8K 45.7K shares
Eqis Capital Management, Inc. RIA/Wealth	$299.5K 14.0K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$135.2K 6.3K shares
Ironwood Wealth Management, LLC. RIA/Wealth	$73.6K 3.4K shares
MeadowBrook Investment Advisors LLC RIA/Wealth	$25.2K 1.2K shares
SRS Capital Advisors, Inc. RIA/Wealth	$15.6K 731.0 shares
Transce3nd, LLC RIA/Wealth	$7.2K 336.0 shares
NorthRock Partners, LLC RIA/Wealth	$5.7K 266.0 shares
Glenmede Investment Management, LP Long Only Manager	$5.0K 232.0 shares

Options Activity

Institutions with the largest Call and Put options positions in EBND as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EBND as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Genesis Wealth Advisors, LLC RIA/Wealth	Paul Floyd Stone CEO	2.78% $3.9M	184.9K shares	Q1 2025 Held for 8 months	$141.8M
Avos Capital Management, LLC Hedge Fund•Sector	Joshua David Blanchfield CIO	2.47% $5.3M	247.6K shares	Q1 2025 Held for 8 months	$214.2M
rebel Financial LLC RIA/Wealth	William Phillip Ratcliff President	2.31% $4.8M	226.0K shares	Q2 2025 Held for 5 months	$208.9M
Empower Advisory Group, LLC RIA/Wealth	Jonathan David Kreider CEO	1.49% $536.6M	25.1M shares	Q1 2023 Held for 2y 8m	$36.1B
Hibernia Wealth Partners, LLC RIA/Wealth	Paul Vincent Saltaformaggio Managing Partner	1.47% $2.3M	106.8K shares	Q4 2023 Held for 1y 11m	$155.4M
S SeaBridge Investment Advisors LLC RIA/Wealth	Garnett Lee Keith Chairman	1.26% $7.8M	363.3K shares	Q3 2025 Held for 2 months	$616.9M
C City State Bank Institution	-	1.19% $4.1M	192.2K shares	Q4 2021 Held for 3y 11m	$346.0M
E Econ Financial Services Corp Institution	-	1.05% $2.1M	98.1K shares	Q4 2024 Held for 11 months	$200.6M
NOVUS ADVISORS, LLC RIA/Wealth	Christopher George Connelly Member	1.00% $421.8K	19.7K shares	Q4 2024 Held for 11 months	$42.2M
C Capital CS Group, LLC RIA/Wealth	Jessica Ann Mcconnell Managing Partner	0.91% $553.1K	25.9K shares	Q2 2023 Held for 2y 5m	$60.8M

Hedge Fund Spotlight

Discover hedge funds investing in EBND

Avos Capital Management, LLC

Hedge Fund • Sector

Portfolio ManagerJoshua David Blanchfield

Portfolio Value: $214.2M
Positions: 59
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Bloomberg Emerging Markets Local Bond

Market Value: $5.3M
Shares Held: 247.6K
Portfolio Weight: 2.47%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$65.8M	30.72%
2 PIMCO 15+ Year U.S. TIPS Index Fund LTPZ	ETF ETF	$17.9M	8.36%
3 iShares 20+ Year Treasury Bond TLT	ETF ETF	$14.1M	6.58%